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Defining Academic Institutions

To set up academic institutions, use the Academic Institution Table component (INSTITUTION_TBL).

An academic institution is an entity, such as a university or college, that runs independently from other like entities and has its own set of rules and business processes. Typically, you define just one academic institution, but you can define as many as you need. Throughout Campus Solutions, you use academic institutions as a key value to group data into tables and to search those tables for data to extract.

This section lists prerequisites and discusses how to:

You must decide whether you want a single- or a multi-institution structure. Set up separate academic institutions only if the entities function as distinctly separate schools. Each academic institution must have these characteristics:

  • Separate schedule of classes.

    Course catalogs are shared among institutions.

  • Independent statistics and transcripts.

  • Students who do not normally enroll in classes from one academic institution while attending another academic institution.

    For example, although you might have a law school that is a separate entity in many ways, the law students might sometimes enroll in graduate courses as part of their law careers.

Also, before establishing academic institutions, define these items:

  • SetIDs

    A setID is used throughout Campus Solutions as a substitute for an academic institution or a student financials business unit. Instead of keying a number of tables by academic institution or business unit, the tables are keyed by setID, which enables institutions to share common codes, structures, and facilities.

  • Grading schemes

    Grading schemes are the rules that the academic institution uses for assigning and converting grades.

  • Country codes

    Country codes enable you to define the address for the academic institution in the address format appropriate for the country in which the academic institution is located.

Page Name

Definition Name

Navigation

Usage

Academic Institution 1

INSTITUTION_TABLE

select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 1

Define the name and location of the academic institutions.

Academic Institution 2

INSTITUTION_TABLE1

select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 2

Set academic institution defaults for transfer credit processing and for courses.

Academic Institution 3

INSTITUTION_TABLE3

select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 3

Set additional academic institution defaults and options for attendance tracking, cohort reporting, academic shifts, National Student Clearinghouse (NSC) reporting, and interoperability for learning management systems (LMS).

Academic Institution 4

INSTITUTION_TABLE4

select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 4

Activate the Instructor Workload feature and establish high-level limits, workload preferences, and default values for instructor workload at the institution.

Academic Institution 5

INSTITUTION_TABLE5

select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 5

Set repeat checking controls for academic institutions. The academic institution level is the highest level of control for the automatic Repeat Rule Checking COBOL/SQL process (SRPCERPT).

Academic Institution 6

SSR_INST_FEATURES

select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 6

Set up student administrative functionality that can be selected or cleared, such as Canadian Reporting.

Academic Institution 7

SAA_INST_RPT_SETUP

select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 7

Identify the advisement report types to be used in self service.

Academic Institution 9

SSR_INST_PE

select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 9

Enable Program Enrollment and Activity Management defaults.

Academic Institution 10

SSR_ADMN_TYPAFL

select Setup SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 10

Map affiliation codes to administrator roles.

Access the Academic Institution 1 page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 1).

Image: Academic Institution 1 page

This example illustrates the fields and controls on the Academic Institution 1 page. You can find definitions for the fields and controls later on this page.

Academic Institution 1 page

Field or Control

Definition

Residency Required

Select to require residency data for students. Your selection appears in the Residency Required field on the Academic Program page for all academic programs within this academic institution. You can modify the selection for specific academic programs. When you attempt to activate a student into a term, the Term Activation SQR process (SRTRMAC) checks whether a student's academic program requires that the student have residency data in the system. If it does and the student does not have residency data in the system, the Term Activation process does not activate the student into the term. This inactivation subsequently blocks the student from class enrollment and tuition calculation.

Country

Enter the country where this academic institution is located. Exit the field to populate the page with variable address fields. The address fields that appear depend on the country selected. Enter the primary location of this academic institution into the applicable fields.

Access the Academic Institution 2 page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 2.).

Image: Academic Institution 2 page

This example illustrates the fields and controls on the Academic Institution 2 page. You can find definitions for the fields and controls later on this page.

Academic Institution 2 page

Field or Control

Definition

Transfer Grading Scheme

Enter the default grading scheme that applies to courses that students transfer from external organizations to this academic institution. Your selection appears in the Grading Scheme field on the Organization Affiliation page, based on the academic institution that you enter on that page.

Transfer Grading Basis

Enter the default grading basis that applies to courses that students transfer from external organizations to this academic institution. Your selection appears in the Grading Basis field on the Organization Affiliation page, based on the academic institution that you enter on that page.

School Grading Basis

Currently not in use.

Use SR Class Schedule Facility Conflict Checking

Select to indicate that the system uses internal facility conflict checking functionality for all campuses at this academic institution. The system checks for facility conflicts whenever a facility is booked for a class on the Meetings page or the Exam page of the schedule of classes components.

The check box value migrates from the Installation page to the Academic Institution 2 page to the Campus Table page. The system uses the value on the Campus Table page during processing. Clear this check box on the Campus Table page to use an external facility conflict checking process.

Note: This check box has no relation to the Check for Facility Conflict check box on the Facility Table page, which controls whether you can schedule multiple events in the same facility.

Print National ID on Enrl. Ver (print national ID on enrollment verification)

Select to have the system display the student's national ID on the enrollment verification report. The system selects this check box by default.

Course Defaults

Use this group box to set default values for the course catalog and schedule of classes pages. These default values simplify data entry. You can override these default values for individual courses and classes.

Field or Control

Definition

Campus

Enter the default campus for all courses within this academic institution. The campus value appears by default in the course catalog and the schedule of classes.

Note: If this academic institution generally offers the same courses at more than one campus, you should not enter a value for a default campus because courses defined for a particular campus can be scheduled only for that same campus.

Student Specific Permissions

Select to have all classes scheduled at this academic institution require that you generate permissions for students to enroll in classes. This check box value migrates to the Basic Data page of the Schedule New Course component, where it can be overridden. Student-specific permissions require that you generate permissions for individual students.

Auto Enroll from Wait List

Select to have the system automatically enroll students from wait lists into classes whenever space becomes available in the classes and the wait list process is run. This check box value migrates to the Enrollment Control page of the Schedule New Course component, where it can be overridden.

Enroll into Course Milestones

Select this check box to enable a course milestone to be created when a student enrolls in a class for which the milestone is selected on the Course/Milestone Link page in the Course Catalog.

The Enroll into Course Milestones check box must also be selected on the Academic Career Table 2 page.

See Defining Academic Careers.

See Creating Course Offerings.

Course Cancellation

Field or Control

Definition

Enrollment Action Reason

Enter the default enrollment action reason that the system posts to enrolled students' records whenever a class is canceled.

Drop Related Components When Canceling Enrollment Component Class

This check box is selected by default. Clear this check box if you do not want to drop related components when you cancel the enrollment component of a multiple component class.

Drop Related Components When Canceling Non-Enrollment Component Class

This check box is selected by default. Clear this check box if you do not want to drop related components when canceling a non-enrollment component of a multiple component class.

Access the Academic Institution 3 page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 3).

Image: Academic Institution 3 page

This example illustrates the fields and controls on the Academic Institution 3 page. You can find definitions for the fields and controls later on this page.

Academic Institution 3 page

Attendance and Cohort Defaults

Field or Control

Definition

Class Meeting Attendance Type

Enter the default attendance type that this academic institution uses for generating attendance rosters. The attendance type indicates the type of attendance roster, such as Class Meeting, Conference, Field Trip, Instructor Consultation, or Study Group.

When you generate attendance rosters, the system uses this default attendance type, along with the fields that you have selected for this attendance type, to create the requested attendance rosters. After you generate the attendance rosters, you can change the attendance type for individual class meetings.

When you define the possible attendance rosters and applicable fields for each course component (through the Components page of the Course Catalog component), define all possible scenarios. Defining all possible scenarios ensures proper attendance roster generation if you decide at a later date to modify the class meeting attendance type for this academic institution. This field is required for attendance roster batch generation.

Student Attribute for Cohort

Enter a default student attribute for cohort. Student attributes (such as cohort) are attached to a student's program record on the Student Attributes page in the Student Program/Plan component. If a student has an attribute on the Student Attributes page equal to the one set here, the Consolidate Academic Statistics COBOL SQL process (SRPCCONP) writes this common student attribute to the student's consolidated academic statistics record, which you can then prompt against for reporting purposes. The Consolidate Academic Statistics process searches for only the student attribute that you specify here. If the process does not find this student attribute on the student's program record, then the process does not include a student attribute for cohort on the student's consolidated statistics record. If the process finds multiple occurrences of this student attribute on the student's program record, then it writes the one with the lowest primacy number to the student's consolidated statistics record.

Academic Shift Options

Use this group box to define whether Academic Shift functionality is used across the institution.

Field or Control

Definition

Use Shift

If you select this check box, the Academic Shift field appears on various pages in Admissions and Student Records, such as the Application Program Data page and Student Program page. The values available in the field are those that have been defined on the Academic Shift page.

Use Shift by Admit Term

If you also select this check box, the values available in the Academic Shift field are those that have been defined on the Academic Shift page and then mapped to an admit term on the Academic Shift Mapping page.

See Defining Academic Shifts

See Mapping Academic Shifts to Admit Terms

See Adding New Applications Manually

See Maintaining Student Academic Programs

NSC Options

Use the NSC Options group box to define how the NSC Extract SQR process (SRNSLCEX) calculates a student's anticipated graduation date (AGD) and to define the default Federal Interagency Committee on Education (FICE) code that is in the NSC extract for this academic institution.

Field or Control

Definition

AGD Rule (anticipated graduation date rule)

Indicate how you want the NSC Extract process to determine a student's AGD. By reporting a student's AGD to the NSC, the NSC can provide this critical information to lending institutions so that they know when to begin collecting loans from students. Any modification to these translate values requires a substantial programming effort. Values are:

Use Expected Grad Term: Select to have the NSC Extract process use the end date of the term that a student is expected to graduate as the basis for a student's AGD. Define a student's expected graduation term on the Student Program page.

Use Term End Date: Select to have the NSC Extract process use the end date of the term that the institution is reporting to the NSC as the basis for a student's AGD.

Month Factor

Enter the number of months that you want the NSC Extract process to add to the date determined by the AGD rule when the process calculates a student's AGD. For example, use the term end date plus a month factor of 12 to report to the NSC that a student's anticipated graduation date is a year beyond the end date of the term that the institution reports to the NSC.

FICE Code (Federal Interagency Committee on Education code)

Enter the default FICE code that you want to appear in the NSC extract for this academic institution. This value appears on the NSC page, where you can override it for each branch code of an academic institution.

LMS Options

Use the LMS Options group box to specify LMS file type default values and personal data extract parameters.

Field or Control

Definition

Provider for Authentication

If all or most of the classes are LMS classes requiring self-service user authentication, select a provider for authentication. The provider serves as a high-level default. When this field is blank on the Components page of the Course Catalog component, the value entered on the Institution page is provided by default from the schedule of classes if a class is scheduled. Providers are defined on the LMS Provider Setup page.

LMS Extract File Type (learning management systems extract file type)

Select an LMS file type of Blackboard CourseInfo 4, WebCT API Input Format, or XML V1.01 that serves as a high-level default when all or most of the classes are LMS classes. When the field is blank on the Components page of the Course Catalog component, the value selected here appears on the schedule of classes if a class is scheduled. Any modification to these translate values requires a substantial programming effort.

Phone Type and Address Usage

Select a phone type and address usage to specify demographic information for the Person object. If you select the People option on the LMS Extract Output page, the values selected here determine which phone and address information is exported. Because phone numbers and addresses are stored as separate records in Campus Community, you may actually choose to retrieve an individual's work phone number and home address. Remember that if the phone type that you specify is not found for the individual, no phone number is extracted. This functionality is different from that of an address, where you can specify an address usage or preferred selection order that causes the first one found to be extracted. With a phone type, you can select only one choice; therefore, make it a target that is likely to be found for every person object in the extract process. You should select a voice line because the system automatically extracts fax lines in addition to whatever you select here.

UserID Extract Option

Identify whether the LMS extract should use the student or instructor's EmplID or UserID.

Access the Academic Institution 4 page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 4).

Image: Academic Institution 4 page

This example illustrates the fields and controls on the Academic Institution 4 page. You can find definitions for the fields and controls later on this page.

Academic Institution 4 page

For information about the Academic Institution 5 page select (Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 5).

See Setting Up Repeat Checking for Academic Institutions

Access the Academic Institution 6 page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 6).

Image: Academic Institution 6 page

This example illustrates the fields and controls on the Academic Institution 6 page. You can find definitions for the fields and controls later on this page.

Academic Institution 6 page

Important! To use country-specific functionality in the system, you must also activate the country's features on the Installation Student Administration setup page for setID-based functionality.

Field or Control

Definition

Australia

Select to enable Australian DEST, HECS, Centrelink, and TAC functionality.

(Department of Industry, Innovation, Science, Research and Tertiary Education (DIISRTE) was previously known as DEEWR and before that, as DEST.)

Canada

Select to enable Canadian government reporting.

New Zealand

Select to enable New Zealand Catalog, SDR, EFTS, StudyLink, and NZQA functionality.

Netherlands

Select to enable Netherlands Higher Education functionality.

Studielink Participant

Select to activate all online Studielink behavior.

United Kingdom

Select to enable the United Kingdom specific fields in the system for an academic institution.

Access the Academic Institution 7 page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 7).

Image: Academic Institution 7 page

This example illustrates the fields and controls on the Academic Institution 7 page. You can find definitions for the fields and controls later on this page.

Academic Institution 7 page

Configure Self Service Report Types

Field or Control

Definition

Student academic requirement report

Enter the type of report to be used in the My Academic Requirements feature. This field prompts on advisement report types that do not have the Include What-If Information or Include Planned Courses check boxes selected.

Student plan & search by requirements

Enter the type of report to be used on the My Planner and Search by My Requirements features. This field prompts on advisement report types that have the Include Planned Courses check box selected.

Student What-If Report

Enter the type of report to be used on the What-If Report. This field prompts on any advisement report type that has the Include What-If Information check box selected.

Prematriculated Student What-If Report

If you want to enable prematriculated students, such as prospects and applicants, to run a what-if advisement report using the What-If Report – Create What-if Scenario (SAA_SS_WHATIF) page, enter the advisement report type to be used. This field prompts on any advisement report type that has the Include What-If Information check box selected.

Advisor What-If Report

If you want to enable academic advisors or administrators to generate what-if advisement reports for prospective or active students using the What-If Report – Create What-if Scenario self-service page, enter the advisement report type to be used. This field prompts on any advisement report type that has the Include What-If Information check box selected.

Student Transfer Credit What-if Report

If you want to enable active students to generate what-if advisement reports from the Evaluate My Transfer Credit – Generate a What-If Advisement Report (SS_TRCR_AA_RQST) page, enter the advisement report type to be used. This field prompts on any advisement report type that has the Include What-If Information check box, the Include Completed Transfer Models check box, and the Include Self-Reported Transfer Models check box selected. Because the report type entered here is specifically for use with the Evaluate My Transfer Credit component, you must select the Include Completed Transfer Models and Include Self-Reported Transfer Models check boxes in addition to the Include What-If Information check box.

Prematriculated Student Transfer Credit What-If Report

If you want to enable prematriculated students to generate what-if advisement reports from the Evaluate My Transfer Credit – Generate a What-If Advisement Report self-service page, enter the advisement report type to be used. This field prompts on any advisement report type that has the Include What-If Information check box, the Include Completed Transfer Models check box, and the Include Self-Reported Transfer Models check box selected. Because the report type entered here is specifically for use with the Evaluate My Transfer Credit component, you must select the Include Completed Transfer Models and Include Self-Reported Transfer Models check boxes in addition to the Include What-If Information check box.

Access the Academic Institution 9 page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 9).

Image: Academic Institution 9 page

This example illustrates the fields and controls on the Academic Institution 9 page. You can find definitions for the fields and controls later on this page.

Academic Institution 9 page

Field or Control

Definition

Enable Program Enrollment

Select this check box to enable the use of Program Enrollment fields on the Admissions Application and Student Program/Plan components, and also enable AIR mapping.

See Adding New Applications Manually

See Maintaining Student Program Stacks

See Linking an APT Instance to the Student Program

Enable Activity Management

Select this check box to turn on the features used by Activity Management. When you select this check box, the Create / Remove Individual Activity Manager and Result Options sections appear.

See Setting Up Activity Management Throughout Campus Solutions

Create / Update Individual Activity Manager

This group box determines how schools will create Individual Activity Managers (IAMs) for students. Two options are available that can either work independently or together based on the needs of the institution. Select the Use Enrollment Event option to create and edit IAMs at the point of the enrollment transaction. Another option is to create IAMs in batch at a later point in the enrollment period.

Field or Control

Definition

Using Enrollment Event

Institutions can use this setting to control how to create and edit student IAMs based on a student's enrollment. Options include Create and Remove, Remove Only, and No Action. Select Create and Remove when IAMs will be generated on initial enrollment and updated when a student drops or swaps. Select Remove Only when the initial generation will be done in batch (which requires enabling the batch process) and any subsequent drops and swaps will be automatically updated. Select No Action to create and edit no IAMs automatically from a student's enrollment; drops and swaps will not be updated.

Enable IAM Batch Create Processes

Select this check box to enable the run controls for the IAM Gen Using Student Enroll and IAM Gen Using APT (EOC) batch processes. Institutions should enable the batch processes if they want to generate IAMs for a group of students either from class enrollment or for an exam-only course (EOC).

Use the following scenarios to determine the IAM settings:

  • Schools wanting to create IAMs strictly from enrollment but also have EOCs should set the Enrollment Event field to Create and Remove and set the batch processes to Yes.

  • Schools wanting to create IAMs strictly from enrollment and do not have EOCs should set the Enrollment Event field to Create and Remove and set the batch processes to No.

  • Schools not wanting to create IAMs based on initial enrollment but wishing to create them at a point in the future (once enrollment has settled) should set the batch processes to Yes and set the Enrollment Event field to Remove Only to capture drop transactions that occur after the batch process has been run. (Schools can also change the setting for the enrollment event to Create and Remove after the batch process to pick up all new adds and drops).

Activity Result Defaults

Field or Control

Definition

Primary Result Type

Indicate the result type that will be used to capture the overall course result. Each assessed activity of a course will have a result for this result type, either manually input or calculated. This result type will populate automatically for each activity of a course on the result roster. A primary result type is required for Activity Management.

Posting Option

Indicate to which record(s) you want to post the AM primary result. After the course result is entered or calculated in Activity Management you will use the IAM Result Posting process to post the result to the student's Academic Progress Tracker and student enrollment record. This setting defaults to the IAM Result Posting process. The options include:

  • Student and Program Enroll – results will be posted to both the student’s enrollment record and the student’s academic progress tracker. For student enroll, the course grade will be posted to the student’s graded component. For program enrollment, the results defined on the result scale for the primary result type will be posted to the student's Academic Progress Tracker.

  • Program Enroll – results defined on the result scale for the primary result type will be posted to the student's Academic Progress Tracker.

  • Student Enroll – for student enroll, the course grade will be posted to the student’s graded component.

  • Do Not Post

When Grade Exists in Stdnt Enr

When posting to the student's enrollment record you must indicate what should occur if a grade already exists on STDNT_ENRL. The options include:

  • Keep Current Grade – the grade from the student's IAM will not be posted.

  • Apply Grade Change – the grade from the student's IAM will override the grade that exists on STDNT_ENRL.

Allow Calculation (WorkCenter)

Select this check box to enable IAM calculations in the Activity Management WorkCenter that allow faculty and exam staff to invoke the calculation process for the primary result type.

Allow Assignment (WorkCenter)

Select this check box to allow faculty and exam staff to assign activities to students from the Activity Roster.

Enable Registry/Mgr Defaults

Select this check box to enable defaults that can be entered for all values within the Registry and Activity/Section Managers. When you select this check box, the Activity Management Defaults section appears.

Activity Management Defaults

Field or Control

Definition

Enable Career Defaults

Indicate if the defaults are applicable at the academic career level. If selected the values defined here can be overridden on the academic career table. When selected the Activity Management Default page is enabled in the Academic Career Table component.

Enable Academic Org Defaults

Indicate if the defaults are applicable at the academic organization level. If selected the values defined here can be overridden on the academic organization table. When selected the Activity Management Default page is enabled in the Academic Organization Table component.

Content Options

Field or Control

Definition

Result Scale

Define the result scale to default to the Activity Registry.

Passing Mark/Grade

Define the minimum mark and/or grade to default to the Activity Registry.

Service Impact

Define the service impact to default to the Activity Registry.

Attendance Tracking Options

Field or Control

Definition

Track Using

Indicate the attendance requirement to default to the Activity Registry.

Required Attendance/Allowed Absences

Indicate the attendance requirement to default to the Activity Registry.

Forms of Identification

Field or Control

Definition

Form of Identification

Define the forms of identification(s) to default to the Activity Registry.

Required

Select to indicate the form of identification is required and is defaulted to the Activity Registry.

Access the Academic Institution 10 page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 10).

Image: Academic Institution 10 page

This example illustrates the fields and controls on the Academic Institution 10 page. You can find definitions for the fields and controls later on this page.

Academic Institution 10 page

Use the Academic Institution 10 page when you define administrators for Research Tracking, Academic Project Management, and Evaluation Management features.

After you set up your Affiliation codes, map the root affiliations to Research Supervisor, Project Supervisor, and Evaluator roles on this page.

Research Supervisor role is for research administrators. Project Supervisor role is for administrators of student academic projects. Evaluator role is for evaluation committee members.

See Understanding Affiliations Setup

Field or Control

Definition

Affiliation Code

Select a code from those that you defined on the Definition page in the Affiliation Setup component. The available affiliation codes are those which are effective (based on the institution’s effective date) and for which the Root Indicator check box is selected in Affiliations setup.

The child affiliations of the root affiliation or the root affiliations if no children exist are then available in the Administrator Type field on the Administrator Profile Management page.